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Berry Wealth Group’s Newmark Group NMRK Stock Holding History

Berry Wealth Group’s Portfolio NMRK Stock Details NMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,453
Closed -$127K – 81
2025
Q2 		$127K Buy
10,453
+6
+0.1% +$67 0.09% 107
2025
Q1 		$127K Buy
+10,447
New +$139K 0.1% 96

Other funds holding NMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Berry Wealth Group's NMRK Position: Q3 2025 in Review

Berry Wealth Group sold out of Newmark Group (NMRK) in Q3 2025, closing a stake of 10,453 shares — an estimated $127K sold.

Berry Wealth Group first reported a position in NMRK in Q1 2025 and held it in 2 quarters. The position peaked at $127K in Q1 2025. 289 funds tracked by Wall St. Rank hold NMRK as of Q3 2025.

  • Berry Wealth Group reported no remaining Newmark Group position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 10,453 Newmark Group shares in Q3 2025, an estimated $127K.
  • Berry Wealth Group first reported a position in Newmark Group in Q1 2025 and held it in 2 quarters.
  • Berry Wealth Group's Newmark Group position peaked at $127K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held Newmark Group as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.